How to Automate AI Phone Screening in 30 Minutes Using Greenhouse

In 2026, the landscape of recruitment continues to evolve, with AI phone screening becoming a critical component of the hiring process. Surprisingly, a recent survey found that 70% of candidates prefer phone interviews over video or in-person formats. This preference highlights the opportunity for organizations to streamline their processes and enhance candidate experience through automation. In this guide, we’ll walk you through how to set up AI phone screening in Greenhouse in just 30 minutes, ensuring you’re maximizing efficiency and candidate satisfaction.

Prerequisites for Automating AI Phone Screening

Before diving into the setup, ensure you have the following:

• Greenhouse Account: An active Greenhouse account with administrative access.
• NTRVSTA Account: Sign up for NTRVSTA to access AI phone screening capabilities.
• Integration Permissions: Ensure you have the necessary permissions to integrate software within Greenhouse.
• Time Estimate: Allocate approximately 30 minutes for the setup process.

Step-by-Step Setup for AI Phone Screening

Step 1: Log into Greenhouse

Access your Greenhouse dashboard using your admin credentials. Familiarize yourself with the layout as you will navigate through settings.

What You Should See: The main dashboard with various menu options on the left.

Step 2: Navigate to Integrations

Click on the “Integrations” tab from the main menu. This section is where you can add new tools to your recruitment process.

What You Should See: A list of existing integrations and the option to add new ones.

Step 3: Add NTRVSTA Integration

Select “Add Integration” and search for NTRVSTA. Click on it to begin the integration process.

Expected Outcome: A configuration screen for NTRVSTA will appear.

Step 4: Configure the Integration

Input the necessary API keys and settings provided by NTRVSTA. This typically includes your account details and preferences for phone screening.

What You Should See: A confirmation screen indicating the integration is successful.

Step 5: Set Up Screening Criteria

Define the parameters for your AI phone screening. This includes selecting the types of questions to ask candidates based on the job role.

Expected Outcome: A tailored set of screening questions that align with your hiring needs.

Step 6: Test the Integration

Conduct a test run by scheduling a mock interview with a colleague. Ensure that the AI phone screening operates as intended.

What You Should See: A successful phone screening session, with results populating back into Greenhouse.

Step 7: Launch Your AI Phone Screening

Once testing is complete, you can now launch the AI phone screening for your active job postings. Candidates will receive notifications to schedule their interviews.

Expected Outcome: Candidates can book their phone screenings seamlessly through the Greenhouse platform.

Troubleshooting Common Issues

1. Integration Errors: Verify API keys and permissions if the integration fails.
2. Question Setup Issues: Double-check the screening criteria if questions do not align with the role.
3. Candidate Notifications Not Sending: Ensure that candidate communication settings are enabled in Greenhouse.
4. Test Screenings Fail: Revisit the integration settings to ensure all configurations are correct.
5. Inability to Access Results: Confirm that permissions for viewing AI screening results are enabled for the hiring team.

Timeline for Implementation

Most teams complete the setup in 30 minutes, with testing and adjustments potentially extending the timeline to a couple of hours. However, once familiar with the process, future integrations should be quicker.

Conclusion: Key Takeaways for Automating AI Phone Screening

1. Streamlined Process: Automating phone screenings reduces the time spent on initial candidate assessments, freeing up valuable HR resources.
2. Enhanced Candidate Experience: By offering preferred interview formats, you improve overall candidate satisfaction and completion rates.
3. Integration Efficiency: With NTRVSTA’s seamless integration with Greenhouse, organizations can quickly implement AI phone screenings without disrupting existing workflows.

By following these steps, you can successfully automate AI phone screening in under 30 minutes, positioning your organization to attract top talent efficiently.